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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

752 hedge funds and large institutions have $27.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 290 increasing their positions, 222 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+75
Holders Change %
+11.08%
% of All Funds
17.08%
Holding in Top 10
87
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.98%
New
128
Increased
290
Reduced
222
Closed
49
Calls
$195M
Puts
$212M
Net Calls
-$17M
Net Calls Change
+$50.7M

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.09B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$760M
3
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$591M
4
Morgan Stanley
4
Morgan Stanley
New York
$766M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$187M

Top Sellers

1
TIAAOA
1
Teachers Insurance & Annuity Association of America
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$41.6M
4
Citigroup
4
Citigroup
New York
$107M
5
SIM
5
Sentry Investment Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
601
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$77.7K +642 +47%
GTAM
602
Global Trust Asset Management
Florida
$243K +$243K +2,000 New
MA
603
MUFG Americas
New York
$239K – – –
Invesco
604
Invesco
Georgia
$238K -$89.7K -738 -27%
CAG
605
Csenge Advisory Group
Florida
$237K +$237K +1,948 New
BO
606
Bank OZK
Arkansas
$235K +$12.2K +100 +5%
ST
607
Spinnaker Trust
Maine
$233K – – –
Kayne Anderson Rudnick Investment Management
608
Kayne Anderson Rudnick Investment Management
California
$231K -$66.5K -546 -22%
SFM
609
Signet Financial Management
New Jersey
$226K -$73.5K -604 -25%
CCFCSB
610
Cape Cod Five Cents Savings Bank
Massachusetts
$224K -$300K -2,463 -57%
MWM
611
Mission Wealth Management
California
$224K +$5.84K +48 +3%
I
612
IberiaBank
Louisiana
$223K – – –
KJWM
613
Kiley Juergens Wealth Management
Washington
$223K +$223K +1,842 New
AC
614
Avestar Capital
New York
$219K +$219K +1,808 New
CWS
615
Cypress Wealth Services
California
$218K +$218K +1,791 New
AAA
616
Adams Asset Advisors
Texas
$216K – – –
IWP
617
Icon Wealth Partners
Texas
$215K +$215K +1,770 New
LYV
618
Live Your Vision
Pennsylvania
$213K -$30.5K -255 -13%
WA
619
Waverly Advisors
Alabama
$213K -$23.1K -190 -10%
AA
620
Ancora Advisors
Ohio
$213K +$1.82K +15 +0.9%
IIC
621
Ironwood Investment Counsel
Arizona
$213K +$213K +1,756 New
MCP
622
Mirador Capital Partners
California
$212K +$212K +1,746 New
PSF
623
Pacific Sun Financial
California
$212K +$212K +1,746 New
CAMG
624
CWA Asset Management Group
Florida
$209K – – –
LI
625
LVZ Inc
Michigan
$208K -$11.9K -98 -5%
23 24
25
26 27